Plan Snapshot
- Plan Sponsor: Board Of Trustees Iron Workers Welfare Plan Of Western PA
- Sponsor EIN: 256181473
- Sponsor Address: 2201 LIBERTY AVE, PITTSBURGH, PA, 152224512
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,230
- Total Assets: $73.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,230 | $73.9M | $0 | $0 |
| 2024 | 1,247 | $65.6M | $25.8M | $807,651 |
| 2023 | 1,198 | $61.8M | $24.4M | $824,556 |
| 2022 | 1,352 | $54.4M | $24.9M | $851,285 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE HORTON GROUP | Other Service Provider | $113,750 | — | $113,750 |
| LOOMIS SAYLES TRUST COMPANY, LLC | Other Service Provider | $50,240 | — | $50,240 |
| DICLAUDIO & KRAMER, LLC | Other Service Provider | $32,800 | — | $32,800 |
| TUCKER ARENSBERG, ET AL | Other Service Provider | $27,876 | — | $27,876 |
| PNC BANK | Other Service Provider | $26,335 | — | $26,335 |
| MARQUETTE ASSOCIATES | Other Service Provider | $25,000 | — | $25,000 |
| ALLAN BATES & ASSOCIATES | Other Service Provider | $16,252 | — | $16,252 |
| IFM INVESTORS, LLC | Other Service Provider | $11,877 | — | $11,877 |
| INVESTORS DIVERSIFIED REALTY, LLC | Other Service Provider | $11,148 | — | $11,148 |
| PARAMETRIC | Other Service Provider | $10,739 | — | $10,739 |
| LOGAN, METTLEY AND NEWCOMER, PLC | Other Service Provider | $10,315 | — | $10,315 |
| GRIDIRON PARTNERS, LLC | Other Service Provider | $7,054 | — | $7,054 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $343,386
- Estimated Expense Ratio: 0.465% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $26,691,935 | $145,398 | — | $32,800 | — |
| 2024 | $901,896 | $89,230 | — | $28,500 | — |
| 2023 | $808,381 | $70,846 | — | $28,500 | — |
| 2022 | $836,297 | $76,321 | — | — | $228,711 |